DailyDashboard

DailyDashboard is a practice management app for independent consultants and small advisory teams. This connector brings your DailyDashboard account into Claude so you can ask about your clients and act on them without switching apps. What you can do: - Get up to speed on any client: open tasks, follow-ups, decisions, initiatives, team members and recent meetings. - Prepare for meetings: see today's or next week's meetings across every client, read the linked transcript, and generate an AI summary with recommended tasks, decisions and follow-ups. - Search each client's knowledge base of past meeting transcripts, documents and notes. - Keep work moving: create tasks, follow-ups, decisions and other client items, mark tasks and follow-ups complete, and update client profiles. - Track the business side: billable time, invoices, payments, expenses, credits and outstanding balances across your portfolio. - See what shipped: pull requests, issues and releases from the GitHub repositories you link to a client. You sign in with your DailyDashboard account over OAuth and choose read-only or read and write access. Claude only sees data in your own account, and you can disconnect at any time from Settings > Connected apps, which revokes access immediately. A DailyDashboard plan that includes the AI agent is required.